As we welcome the new year, it’s an ideal time to give your estate plan a thorough checkup. Whether your goal is to protect loved ones, minimize taxes, or preserve your legacy, regular reviews can help you keep pace with life’s changes and ensure your wishes are upheld. Below are five key areas you’ll want...
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] Estate planning is a crucial step to securing your assets and the well-being of your loved ones. Unfortunately, several myths persist, preventing many individuals from recognizing the importance of estate planning. So, let’s dispel some of these myths and misconceptions while shedding some light on the importance of...
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] During the initial stages of estate planning, one of the early questions you may face could be deciding between a will or a trust. Each person’s situation is unique, and your specific facts will determine the best course of action for you. It’s essential to note that estate...
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] “First comes love, then comes marriage…” is an old adage that no longer rings true in today’s society. Couples who are in committed, long term relationships do not always marry, for a multitude of reasons. Perhaps one partner, or both, have been married before and do not wish...
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] There are numerous benefits to estate planning, but one that cannot be discounted is the peace of mind that comes with having an estate plan in place. No matter how large or modest your estate, it is inevitable to question what will happen with your hard earned assets...
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] If you are wondering when you should start your estate planning…the answer is, “NOW!” When individuals ask me when a good time to star their estate plan is, I always advise that there is no such thing as starting your estate plan too early. And no, I do...
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] After an engagement, the whirlwind of wedding planning starts. Even planning for a small wedding comes with a lot of moving parts, not to mention considerable expense. So when I suggest to newly engaged couples that they might want to do their estate planning while they are planning...
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] I recently had the privilege of working with a husband and wife to complete their estate plan. The couple was young, with a daughter who had just turned two before they came to meet with me. Similar to many couples I work with who have children, they explained...
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] Estate planning is important for anyone to do – it provides peace of mind and security regarding the future of you and your loved ones. However, for first responders, estate planning is particularly important as their careers, by nature, carry a greater risk to their health and lives....
[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] Every parent wants to ensure that their children are provided for should something unexpected happen to them while their children are still young. Oftentimes, relatives wish to leave assets to young children, such as their nieces or grandchildren, as well. However, good intentions coupled with poor planning often...